Thank you for taking the time to complete your 2025 Client Questionnaire. For new clients, this information is essential for the accurate filing of your tax return. For returning clients, we kindly request you to provide this information again to ensure our records are fully accurate and up-to-date.

IMPORTANT: Once you have completed all applicable sections of this form, please click the "SUBMIT" button at the bottom. Closing your browser before clicking "SUBMIT" will delete all entered information without sending it to our office. Upon successful submission, you will receive a confirmation email confirming that we have received your information.

Please also note that, in compliance with federal and state identity theft protection requirements, our firm will request a valid, state-issued photo ID during your engagement.

***Your information is secure.*** We utilize industry-leading technology, including Secure Socket Layer (SSL) encryption, to protect your information. All sensitive information is securely transmitted and safeguarded from compromise.

This questionnaire may take up to 20 minutes to complete. Please organize all necessary tax documents before beginning.

Please note: This form is not a request for a quote. If you would like a quote, please contact your tax professional directly before submitting personal information. By selecting "SUBMIT," you authorize FBS Tax Specialist LLC to file your tax return on your behalf.

FBS Tax Specialist LLC will prepare your 2024 individual tax return based on the information you have provided to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the taxpayer named above, have submitted the attached tax information to FBS Tax Specialist LLC, and to the best of my knowledge, this information is true, correct, and complete.

By signing this form, I acknowledge that if I or my spouse owes any federal or government debts, such as IRS taxes, child support, or student loans, we remain responsible for paying the tax preparation fees to FBS Tax Specialist LLC at the time of service. Additionally, if the federal refund is mailed, we are still responsible for the tax preparation fees as stated on the invoice. Should these fees remain unpaid, I understand that FBS Tax Specialist LLC will pursue legal action to collect the unpaid amount.

ENGAGEMENT LETTER

Thank you for the opportunity to work with you in preparing your income tax returns. To ensure a clear understanding of our relationship, please review the following information.

We will prepare your income tax returns solely based on the information you provide. Upon completion, we will return all original tax documents to you. Our office may retain scanned copies for our records, but you should keep all documents, canceled checks, and other records that substantiate income, deductions, and other tax return details, including forms, schedules, elections, and disclosures. Proper documentation is also needed to support deductions for meals, entertainment, travel, business gifts, charitable contributions, vehicle use (if applicable), and bank and credit card statements. These records are essential for verifying the accuracy and completeness of your returns in case of an audit. We recommend that you retain all documents and copies of your returns for at least five years after filing or after their due date, whichever is later.

Our work in preparing your income tax returns is not designed to uncover errors, irregularities, or illegal acts, including fraud, within the documents or figures you provide. We will use our professional judgment to resolve questions where tax law is unclear or where conflicts may arise between the tax authority’s interpretation and other supportable positions. Unless instructed otherwise, we will take a tax position in your favor whenever reasonable. However, we cannot guarantee that these positions will not be challenged or predict the outcome of such challenges. Additionally, we are not responsible for issues arising from any income, expenses, or other information not provided to us at the time of tax preparation or prior to filing your returns.

Please note that this engagement, and the services provided by our firm, include general and annual income tax-related services. Unless specifically requested and agreed upon in writing, we do not provide services related to payroll tax, sales tax, excise tax, personal or real property tax. We also cannot be relied upon to determine or report your compliance with any federal, state, or local business laws, healthcare or human resources regulations, retirement plan compliance, or any business, property, or professional permitting/licensing.

Our fees are based on a "per form" basis, reflecting the time spent by our professional staff and costs incurred for supplies and expenses, including copy charges, long-distance phone charges, and computer processing fees. The fee for preparing your tax returns is due and payable upon presentation of your completed income tax filing. It is our policy not to release tax returns or any related reports, schedules, information, advice, or notes without full payment. Should services be rendered without payment, and our firm must seek legal assistance to collect fees, you may be required to reimburse FBS Tax Specialist LLC for the legal costs incurred to collect the outstanding balance. We will do our best to provide an estimate of our fees before completing your returns; however, circumstances may arise that alter the estimate. Should this occur, we will inform you.

Upon completion of your returns and after payment of the tax preparation fees, we will provide you with a copy of your returns, the e-file signature authorizations, and any applicable payment vouchers to complete your tax filing. Please review the completed returns carefully. If any changes are needed, notify us immediately so we can explain or correct the matter without delay and provide you with updated copies. If you find the returns satisfactory, please sign and date the e-file signature authorizations and return them to our office immediately. All taxing authorities require signed authorization before we can transmit your tax returns. If your returns cannot be e-filed, we will provide you with paper copies to sign and mail to the appropriate authorities.

By signing this engagement letter, you agree to compensate FBS Tax Specialist LLC for the services you have requested. If you terminate the engagement before completing your tax accounting work, FBS Tax Specialist LLC reserves the right to invoice you for any out-of-pocket expenses, time at our hourly rate, or other expenses incurred during this engagement. If you have received in-person consultation services, advisory services by phone or email, representation work, or tax accounting services, you agree to compensate FBS Tax Specialist LLC for these services, even if the engagement was terminated before our firm completed the work requested or required.

Please note that audit/examination representation is not included in the tax preparation fee and is considered a separate engagement with a distinct fee structure. If you have questions regarding audit/examination representation specifics, please feel free to ask before, during, or after your appointment. If your returns are audited or examined, the fee paid for tax preparation does not include the cost of representation unless you opt-in for the Audit Maintenance Protection for $69.99, which will be waived from your tax preparation fees.

FBS Tax Specialist LLC takes your privacy and personal information seriously. We will take all necessary steps to protect your information and will never sell or disclose it to anyone outside the firm. While we protect your confidential information, our firm may use it occasionally for internal purposes unrelated to your tax preparation. Examples include mailing you a newsletter or holiday card to your home address or making a personal phone call for greetings. By signing this letter, you agree to allow limited access to your information for such informal situations.

To help combat identity theft and ensure that the returns filed by our firm are accurate and pertain to the correct taxpayer, FBS Tax Specialist LLC reserves the right to request, as a condition of providing services, certain documents to verify your identity and the identities of others listed on your tax returns. These documents will be safeguarded following our document protection procedures. Documents requested may include, but are not limited to, government-issued photo identification, Social Security cards, birth certificates, or visa and immigration-related documents.

If you agree with the terms of this engagement letter, please sign below. By signing below and providing us with your tax information, you expressly agree to the terms outlined in this engagement letter. We thank you for placing your trust in FBS Tax Specialist LLC and look forward to a long and mutually satisfying relationship.

CONSENT FOR PAYMENT

If you choose to have tax preparation fees deducted from your refund and your refund is intercepted for any reason, you remain responsible for paying the tax preparation fees. Please contact our office immediately to make a payment or set up payment arrangements. By signing your return, you agree to pay the preparation fees regardless of whether or not you receive your refund. If no payment or arrangement is made within 90 days of the scheduled refund date, we may send your account to collections and/or debit your bank account. We hope to avoid this, so please keep open communication with us so we can work with you.

By signing and completing this form, you acknowledge that you understand and accept the terms outlined above, and confirm that all information provided is accurate.